AWM

Avior Wealth Management Portfolio holdings

AUM $2.89B
1-Year Est. Return 14.84%
This Quarter Est. Return
1 Year Est. Return
+14.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.73B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,572
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$34.1M
3
+$32.1M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$17.7M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$13.7M

Top Sells

1
+$30.7M
2
+$14.2M
3
+$12.4M
4
XOM icon
Exxon Mobil
XOM
+$2.14M
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$2.02M

Sector Composition

1 Technology 6.95%
2 Financials 5.42%
3 Industrials 2.65%
4 Healthcare 2.52%
5 Consumer Discretionary 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2126
$1.86K ﹤0.01%
35
2127
$1.85K ﹤0.01%
+46
2128
$1.83K ﹤0.01%
172
+33
2129
$1.83K ﹤0.01%
36
2130
$1.83K ﹤0.01%
3
-4
2131
$1.83K ﹤0.01%
+60
2132
$1.8K ﹤0.01%
+100
2133
$1.79K ﹤0.01%
85
-3,948
2134
$1.78K ﹤0.01%
+86
2135
$1.77K ﹤0.01%
27
2136
$1.77K ﹤0.01%
76
2137
$1.75K ﹤0.01%
71
+2
2138
$1.75K ﹤0.01%
15
2139
$1.72K ﹤0.01%
50
2140
$1.72K ﹤0.01%
202
2141
$1.7K ﹤0.01%
747
-2
2142
$1.67K ﹤0.01%
+61
2143
$1.67K ﹤0.01%
25
+6
2144
$1.66K ﹤0.01%
52
+26
2145
$1.65K ﹤0.01%
+115
2146
$1.65K ﹤0.01%
32
+1
2147
$1.65K ﹤0.01%
89
2148
$1.63K ﹤0.01%
204
-90
2149
$1.62K ﹤0.01%
13
2150
$1.59K ﹤0.01%
203
84 85
86
87 88